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Susan Celeste Gillespie

ACCESS FINANCIAL GROUP, INC.·BETHANY, Oklahoma
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6632 NW 39TH EXPRESSWAY, BETHANY, OK 73008CRD# 2974939Firm CRD# 113798
01

About

Susan Celeste Gillespie is a registered financial advisor based in BETHANY, Oklahoma, affiliated with ACCESS FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACCESS FINANCIAL GROUP, INC.
ACCESS FINANCIAL GROUP, INC.
AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCESS FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2974939
Firm CRD# 113798
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Celeste Gillespie offer?
Susan Celeste Gillespie specializes in Financial Planning, Investment Management. Contact their office in BETHANY, Oklahoma for a consultation.
What are Susan Celeste Gillespie's credentials?
Susan Celeste Gillespie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Celeste Gillespie located?
Susan Celeste Gillespie is based in BETHANY, Oklahoma, working with ACCESS FINANCIAL GROUP, INC.. Their office serves clients in the BETHANY metropolitan area and surrounding communities.
How does Susan Celeste Gillespie charge for services?
Susan Celeste Gillespie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS FINANCIAL GROUP, INC.?
ACCESS FINANCIAL GROUP, INC. has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BETHANY
Brandon Heath Vanlandingham — PERISSOS PRIVATE WEALTH MANAGEMENT, LLCJohn Graton Gillespie — ACCESS FINANCIAL GROUP, INC.Malachi Patrick Sturlin — ACCESS CAPITAL MANAGEMENT, LLC
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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